Assignment rule - Process profile

Created by Nicola Minty, Modified on Thu, 8 Dec, 2022 at 10:14 PM by Nicola Minty

Assignment rule can help to enter data before adding a new record, the entered data would be editable.

? via Website
You will able to see the menu icon on the top left corner, please click it to unfold the menu, access the Settings > Categories, select the category and subcategory.

Select Profile, click on the form or click on the setting button to access the form viewer page.

Click the Properties button,
Press the + button to add a new rule to configure this form or click on the existing rule to edit.

Select Assign

Select Form status, assign attributes and Form data if need.
The update will be saved automatically, exit to confirm.
Delete Rule button at the bottom of the dialog for remove/cancel.


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Form status and Assign attributes are required for each rule.
Form data is a conditional option for the rule.


Form status

Select a form status for the assignment rule.
The form will be assigned when the record updates to the selected status.


Form data

Based on the field data to condition the assignment rule.

Click Edit.

Click Add to add a new condition so that you can select form field(s) and indicate the form field value that you would like to add to the assignment rule

Select field(s), enter the value.
OK to confirm.


Assign attributes

You may assign to the specified team/team's user or base on the team field and user field on the form to decide the assignee.

1️⃣ User - Select team and team's user to edit a rule for specifying assignee.

2️⃣ Field - click Add Field to pick a field on the form to decide the assignee for this rule.

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